Avantax Planning Partners’s Yum! Brands YUM Stock Holding History

Avantax Planning Partners’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-561	Closed	-$51K	–	1230
2018 Q3	$51K	Buy	+561	New	+$46.8K	﹤0.01%	486
2018 Q2	–	Sell	-637	Closed	-$54K	–	1520
2018 Q1	$54K	Buy	+637	New	+$52.2K	﹤0.01%	518

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Avantax Planning Partners's YUM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Yum! Brands (YUM) in Q4 2018, closing a stake of 561 shares — an estimated $51K sold.

Avantax Planning Partners first reported a position in YUM in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q1 2018. 995 funds tracked by Wall St. Rank hold YUM as of Q4 2018.

Avantax Planning Partners reported no remaining Yum! Brands position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 561 Yum! Brands shares in Q4 2018, an estimated $51K.
Avantax Planning Partners first reported a position in Yum! Brands in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Yum! Brands position peaked at $54K in Q1 2018.
995 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.